Mendel Capital Management’s Chevron CVX Stock Holding History

Mendel Capital Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	7,528 +41	+0.5%	+$7.63K	0.56%	44
2026 Q1	$1.55M	Buy	+7,487	New	+$1.37M	0.78%	36
2025 Q3	$1.04M	Buy	6,711 +317	+5%	+$49.1K	0.55%	48
2025 Q2	$916K	Buy	6,394 +10	+0.2%	+$1.41K	0.52%	47
2025 Q1	$1.07M	Buy	6,384 +619	+11%	+$96.9K	0.65%	43
2024 Q4	$835K	Buy	5,765 +434	+8%	+$66.4K	0.51%	48
2024 Q3	$785K	Buy	5,331 +81	+2%	+$12.1K	0.48%	50
2024 Q2	$821K	Buy	5,250 +42	+0.8%	+$6.7K	0.53%	47
2024 Q1	$821K	Buy	5,208 +298	+6%	+$45K	0.54%	45
2023 Q4	$732K	Buy	4,910 +72	+1%	+$10.9K	0.53%	46
2023 Q3	$816K	Sell	4,838 -4	-0.1%	-$646	0.67%	37
2023 Q2	$762K	Buy	4,842 +74	+2%	+$11.9K	0.61%	41
2023 Q1	$778K	Buy	4,768 +105	+2%	+$17.6K	0.7%	36
2022 Q4	$837K	Buy	4,663 +59	+1%	+$10.3K	0.87%	29
2022 Q3	$661K	Buy	4,604 +919	+25%	+$140K	0.78%	30
2022 Q2	$534K	Buy	3,685 +36	+1%	+$5.95K	0.6%	35
2022 Q1	$594K	Buy	3,649 +248	+7%	+$35.6K	0.56%	38
2021 Q4	$399K	Buy	+3,401	New	+$386K	0.37%	45

Other funds holding CVX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mendel Capital Management's CVX Position: Q2 2026 in Review

Mendel Capital Management increased its Chevron (CVX) stake by 0.55% in Q2 2026, buying an estimated $7.63K and bringing the position to 7,528 shares worth $1.25M. The position accounts for 0.56% of the portfolio, ranked #44.

Mendel Capital Management first reported a position in CVX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q1 2026. 2,046 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Mendel Capital Management held 7,528 shares of Chevron worth $1.25M as of Q2 2026.
Mendel Capital Management bought 41 Chevron shares in Q2 2026, an estimated $7.63K.
Chevron made up 0.56% of Mendel Capital Management's portfolio in Q2 2026, its #44 holding.
Mendel Capital Management first reported a position in Chevron in Q4 2021 and has held it in 18 quarters since.
Mendel Capital Management's Chevron position peaked at $1.55M in Q1 2026.
2,046 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.